Senior Investment Analyst
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Job Location:
Charlotte, VT - USA
Monthly Salary:
$ 47 - 71
Posted on:
7 days ago
Vacancies:
1 Vacancy
Job Summary
Department:
Status:
Benefits Eligible:
Hours Per Week:
Schedule Details/Additional Information:
Schedule Details/Additional Information
Partially remote position Chicagoor Charlotte-based. Expectationtocommute to Oak Brook(Chicago) orMidtown/Dilworth (Charlotte)office1-2 times per week.
Pay Range
$47.50 - $71.25As a member of the Public Markets team completeinvestment analysis activitiesforpublicequityliquid / semi-liquid diversifyingstrategies and fixedincome forAdvocate Health Inc. and its subsidiaries. Monitor global economic and market conditions to recognize opportunities for new investments. Perform rigorous qualitative and quantitative due diligence tovalidatethe attractiveness of investment opportunities and recommend actions to the investment team.Monitor and continually evaluate investments after the investment decision is implemented with ongoing due diligence activities toinclude:preparing and analyzing investment reportsmonitoringand evaluating investment manager performance andutilizingrisk management tools.Position is expected to collaborate with other investment team membersregardingqualitative and quantitative investment analysis and reporting.
Major Responsibilities:
Investment Analytics: Perform investment analysis (both qualitative and quantitative) of both individual investment managersandappropriate assetclasses. Gather extract and aggregate data from DynamoOnbase investment manager inquires andother sources. Evaluate investment manager performance and summarize relevant developments to thedeal teamVPsand SVP-Chief Investment Officer.Utilize andmaintainreports detailing the exposures and key developments within the portfolio.
Investment Manager Evaluation: Continuallymonitorand evaluate investment manager performancerelativeto establishedbenchmarks and asset class. Review industry reports and performance commentary to the extent it mayimpactexistingmanagers. Collect necessary data for risk aggregation. Periodically provide narrative toasset classleads VPs and SVP-Chief Investment Officerregardingmaterialdevelopments to contribute to portfolio level performance and risk analysis efforts.
Risk Management:Utilizerisk management tools and reports detailing the exposure of investmentmanagers to various metrics of interest including sectors regions market capitalizations factors etc. Research any metricsthat fall outside of established expectations and recommendappropriate actionto manage these risks.
Due Diligence and Market Research:Monitorglobal market conditions and the investment activities of investment managers.Activelyparticipatein meetings with existing andprospective investment managers and summarize information or proposedaction items gleaned from those meetings.
Due Diligence: Activelyparticipatein periodic meetings and calls with both existing and prospective investment managers togain an understanding of the managers philosophy process and portfolio. Thoroughly review offering materials provided byprospective investment managers and summarize key terms strengths and prospective issues todealteamsand VPs. Compiledue diligence data requests lists and seekappropriate informationto address diligence matters. Conduct competitive / peeranalysis and reviewtrack recordvs relevant benchmark data for prospective managers.
On-Going Monitoring: Read all communications from investment managers and summarize key issues and/or changes toasset class leadsand VPs.
Market Research: Perform market research for the purpose of industry education trendidentification and documentation ofbest practices. Attend relevant local industry events and read pertinent white papers summarizing findings for members of theinvestment team.
Documentation: Work withdeal teamasset class leadsand VPsto ensure proper documentation ofinvestment diligence approval and sizing decisions. Review andmaintainrelevant internal databases to ensureaccurateinvestment manager and service provider contact information as well as fees and other key contractual terms. Reviewmanager communications and conduct periodic manager data requests asappropriate.
Manager Reporting: Collaborate with Investment Operations team to review accuracy and completeness of managerperformance and other reporting data. Ensure accessibility of documents for use by Operations and/orAccountingteams.Utilizeappropriate technologytooptimizeexternal and internal data request processes.
Investment Operations Support: Collaborate and coordinate with members of the investment team across a variety ofworkflows specifically investment operations. Investment operations support may include maintenance of internal databasespreparation of direction letters and legal documents aggregation of portfolio level data tradeplanningand cash forecasting.
Education Requirements:
Bachelors Degree in Finance Accounting or Economics
This is a pre-MBA or othermastersdegree position.
Experience Requirements:
Typically requires2 years ofrelated experience in investments capitalmarketor finance for investmentanalystand5yearsof related experiencefor senior investmentanalyst
Knowledge Skills & Abilities Required:
Excellent spreadsheet skills(pivot tables datatables for sensitivitiesetc)
Strong analytical skills
Strong communicationskills
Exceptionalattention to detail
Experience with Bloomberg(or interest in learning)
Must be a team player
Ability to handle confidential information with respectgivensensitive nature of the data
Ability to prioritize independently and respond to multiple simultaneous requests
Ability to work inchangingenvironment. Ability to work under stressful conditions and indifficult situations.
Willingness to pursueadditionaleducation such as the CFA designation
- #LinkedIn-Hybrid
This job descriptionindicatesthe general nature and level of work expected of the incumbent. It is not designed to cover orcontaina comprehensivelistingof activities duties or responsibilities requiredofthe incumbent.Incumbentmaybe requiredto perform other related duties.
Our CommitmenttoYou:
Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs competitive compensation generous retirement offerings programs that invest in your career development and so much more so you can live fully at and away from work including:
Compensation
- Base compensation listed within the listed pay range based on factors such as qualifications skills relevant experience and/or training
- Premium pay such as shift on call and more based on a teammates job
- Incentive pay for select positions
- Opportunity for annual increases based on performance
Benefits and more
- Paid Time Off programs
- Health and welfare benefits such as medical dental vision life andShort- and Long-Term Disability
- Flexible Spending Accounts for eligible health care and dependent care expenses
- Family benefits such as adoption assistance and paid parental leave
- Defined contribution retirement plans with employer match and other financial wellness programs
- Educational Assistance Program
About Advocate Health
Advocate Health is the third-largest nonprofit integrated health system in the United States created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas Georgia and Alabama; and Aurora Health Care in Wisconsin Advocate Health is a national leader in clinical innovation health outcomes consumer experience and value-based care. Headquartered in Charlotte North Carolina Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology neurosciences oncology pediatrics and rehabilitation as well as organ transplants burn treatments and specialized musculoskeletal programs. Advocate Health employs 155000 teammates across 69 hospitals and over 1000 care locations and offers one of the nations largest graduate medical education programs with over 2000 residents and fellows across more than 200 programs. Committed to providing equitable care for all Advocate Health provides more than $6 billion in annual community benefits.
Required Experience:
Senior IC
About Company
Proudly serving Wisconsin with 18 hospitals, over 150 clinics and 70 pharmacies across 30 communities. Choose Aurora Health Care for you and your family.
